| Fund & Location |
Total Assets |
Mandate Size |
Mandate Region |
Asset Type |
Consultant |
Comments |
| Bryant University, Smithfield, R.I. |
120 |
- |
US |
Hedge funds |
Cambridge Associates |
The fund will consider hiring a hedge fund manager within the next |
|
|
|
|
|
|
six months, to replace a terminated incumbent. |
| Denver Water, Colo. |
54 |
- |
US |
Commodities, other |
Buck Consultants |
The scheme may increase alternatives next year, including |
|
|
|
|
|
|
commodities, at the cost of traditional equity. |
| Iowa Public Employees Retirement |
17000 |
- |
Global |
Hedge funds |
Wilshire Associates |
The fund will double its global macro allocation to 12% from 6%. The |
| System, Des Moines |
|
|
|
|
|
move may lead to manager searches later this summer. |
| Newport News (Va.) Employees |
598 |
- |
US |
Private equity |
Dahab Associates |
The fund is considering a private equity foray that might lead to |
| Retirement Fund |
|
|
|
|
|
manager searches by the end of the year. Funding for the potential |
|
|
|
|
|
|
commitment will come from a general portfolio rebalancing. |
| Ohio Public Employees Retirement |
60000 |
- |
Global |
Hedge funds, infrastructure |
Mercer |
The fund is considering an expansion of its alternatives allocation. It |
| System, Columbus |
|
|
|
|
|
has received educational presentations from Mercer on hedge fund |
|
|
|
|
|
|
and infrastructure strategies. There is no timeframe for a decision. |
| Oklahoma Teachers Retirement |
6300 |
- |
US |
Private equity |
None |
The system will issue a request for proposals for a private equity |
| System, Oklahoma City |
|
|
|
|
|
fund of funds manager shortly. The selected firm will replace Aldus |
|
|
|
|
|
|
Equity Partners, which was terminated last month. |
| Pearson Group Pension Plan, London |
2318 |
- |
Global |
Not yet known |
Watson Wyatt |
The scheme will consider investing in some new alternative asset |
|
|
|
|
|
|
classes. It is undecided on manager hires for the move and the final |
|
|
|
|
|
|
specifics will be set as part of its ongoing asset liability matching |
|
|
|
|
|
|
study, which is expected to conclude during the third quarter. |
| TKP Pensioen, Groningen, |
13354 |
- |
Global |
Infrastructure |
Unknown |
The fund has plans to hire managers for global infrastructure |
| The Netherlands |
|
|
|
|
|
mandates by the end of this year. Specifics have not been set yet. |
| TWU Superannuation Fund, |
1458 |
- |
Global |
Infrastructure, |
JANA Investment |
The fund will review its infrastructure portfolio in November this |
| Parramatta, Australia |
|
|
|
hedge funds |
Advisers |
year. It may replace its incumbent manager. It will also review its |
|
|
|
|
|
|
absolute return allocation, and plans to redeem its investment in |
|
|
|
|
|
|
Blackrock’s KEL Fund late this year. |
| Universities Superannuation |
34,111 |
- |
Europe |
Hedge funds, private equity |
Unknown |
The scheme plans to hire hedge fund managers for mandates of more |
| Scheme, London |
|
|
|
|
|
than £1 billion. Managers will be hired over next two years. It is also |
|
|
|
|
|
|
looking for a private equity manager for investments in European |
|
|
|
|
|
|
small-to-mid-market firms. |
| Alaska Retirement Pension Fund, |
12500 |
125 |
US |
Hedge funds |
Callan Associates |
The fund plans to conduct a search for absolute return managers to |
| Juneau |
|
|
|
|
|
complete its 5% allocation, of which 4% has been committed. It will |
|
|
|
|
|
|
seek managers that can complement its existing funds of funds, |
|
|
|
|
|
|
including Crestline Partners, Cadogan Management and Mariner |
|
|
|
|
|
|
Investment Partners. The timeframe for conducting a search could |
|
|
|
|
|
|
not be determined. |
| AON Master Trust, Auckland |
71 |
5.89 |
Global |
Hedge funds |
None |
The fund is reviewing the performance of an incumbent absolute |
|
|
|
|
|
|
return manager, New Zealand Asset Management. |
| Brockton (Mass.) Contributory |
264 |
3 |
US |
Private equity |
NEPC |
The system has issued a request for proposals, seeking a secondary |
| Retirement System |
|
|
|
|
|
private equity manager. All proposals are due by July 10. |
| London Borough of Lambeth |
802 |
- |
Global |
Private equity |
Unknown |
The scheme is undertaking an investment strategy review. Following |
| Superannuation Fund |
|
|
|
|
|
this, it plans to hire a private equity manager. The scheme has been |
|
|
|
|
|
|
considering the move since early this year. It will set specifics on the |
|
|
|
|
|
|
size for the mandate during the review. It may make the hire by the |
|
|
|
|
|
|
fourth quarter. The move has resulted from a decision to move away |
|
|
|
|
|
|
from equity investing. |
| Royal Borough of |
424 |
- |
Global |
Not specified |
Mercer |
The scheme is considering its first move into alternatives. It may |
| Kingston-Upon-Thames Pension Fund |
|
|
|
|
|
make allocation changes next year following a review. |
| San Diego City Employees Retirement |
3500 |
165 |
Global |
Private equity |
StepStone Group |
The fund will add a 5% private equity allocation to its asset mix for |
| System, Calif. |
|
|
|
|
|
the first time. The system shaved equity assets down to 33% from |
|
|
|
|
|
|
38% in order to fund the move. |
| Tulare County Employees Retirement |
686 |
- |
US |
Private equity, |
Summit Strategies |
The fund plans to increase its allocations to private equity and hedge |
| Association, Visalia, Calif. |
|
|
|
hedge funds |
Group |
funds as a result of an asset-liability study. The board will review |
|
|
|
|
|
|
strategies over the next few months to determine the size of the |
|
|
|
|
|
|
potential increase. |
| University of Southampton |
142 |
- |
Global |
Not yet known |
Barnett |
The scheme is considering a move into alternative asset classes this |
| Non-Academic Staff Pension |
|
|
|
|
Waddingham & Co. |
year with a view to boosting returns. It will look at various |
| Scheme, UK |
|
|
|
|
|
sub-classes late this year. |